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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,159 | $165,399+7.7% | $149,745+19.0% | $158,982+12.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.28% | 348.34%-339.1pp | 276.72%-267.4pp | 302.99%-293.7pp |
| Employer contribution / active EE | $4,615 | $5,105-9.6% | $4,646-0.7% | $4,763-3.1% |
| Participant deferral / active EE | $12,331 | $7,183+71.7% | $6,843+80.2% | $5,983+106.1% |
| Admin fee / account holder | $53,545 | $10,811+395.3% | $9,312+475.0% | $11,252+375.9% |